You work for a recruitment or staffing agency that is actively using Salesforce CRM. Within the system, you operate with hundreds of vacancies daily, and your task is to match candidates with employers effectively. To do that, you need to perform multichannel searches and set up specific filters to get lists of candidates. Without a proper solution, the matchmaking process sometimes takes more time than you have.
Some recruitment and staffing agencies conduct geolocation searches of Contacts on maps in Salesforce CRM to shorten the process and improve candidate filtering.
Even though geolocation search is presented in Salesforce Maps by default, it offers limited functionality compared to the price you need to pay. It prohibits the default functionality for recruitment agencies that actively use Salesforce.
To address this issue, we’d like to present you a money-worth tool for geospatial search on Contacts that can be easily integrated into your Salesforce CRM — Ascendix Search. We’ll share tips on how it helps recruiters filter candidates by their geolocation, zip code, or radius in a much more cost-effective way.
Recruitment or staffing agencies often require functionality to filter candidates by geolocation, e.g., to pull up applicants located within 30 minutes’ drive from the available job, or to search for Salesforce records within a radius they chose for a given zip code. It helps recruiters to find candidates within a particular area so that candidates won’t spend too much time getting to the job.
As we mentioned in the introduction, native Salesforce search isn’t intuitive enough and doesn’t allow users to search for records by map. Instead, Ascendix Search, being a Salesforce-based solution, helps recruiters find candidates and match them with the job openings inside Salesforce CRM. All maps are synchronized with the Google Maps API.
Ascendix Search provides access to search operators and filters that are not available in native Salesforce or can be used only in the report writer of Salesforce.com.
Ascendix Search allows recruiters to conduct geo searches of Contacts from a specific location within a certain number of miles/km. This location should be an object in the database with a physical address that can be geocoded.
For example, users can look for Contacts within 30 miles of the office, where a specific company is headquartered and has job openings.
How to Find Candidates Within 30 Miles from Physical Address | Ascendix Search
To perform a radius search of Contacts, recruiters need to set up the radius in Ascendix Search→ select the Property, where the headquarter is located → get a list of candidates located within 30 miles from the physical address.
List of Candidates Within 30 Miles from a Physical Address | Ascendix Search
Once the list is ready, recruiters can choose one, several, or all records from the list and take different actions on them, such as:
If you need to compile selected records into a marketing list associated with some campaign, this functionality is already in the Ascendix Search – you just need to configure it to be visible.
Either way, data is stored in one place and can be reusable as many times as recruiters need. By having Ascendix Search implemented into your Salesforce CRM, there is no need to jump on different software: set up search filters→choose the distance/radius/zip code→and get the list of candidates without leaving the Ascendix Search tool.
Book a demo of Ascendix Search app to explore how it helps to find candidates within a specific location or a zip code.
Ascendix Search allows recruitment and staffing agencies to search Salesforce records by a zip code radius.
Let’s say you want to search for every Contact within a 50-mile radius of a given postcode and capture the data to match candidates and job openings. To do that, you click the button “Add search criteria,” → choose “Radius,” and type in the distance → type in the zip code.
As a result, you’ll get a list of contacts within 50 miles of the zip code you selected. You can save all search results if necessary.
List of Candidates within Specific Zip Code | Ascendix Search
As you can see, Ascendix Search offers advanced geolocation functionality for Salesforce users, allowing them to quickly find relevant data and locate the information on the map.
“ Speed is key. We have been using the Ascendix Search for over a year now. The largest benefit to us has been in the ability to quickly locate information via the map, without having to filter after the search. For example, we need to find lease/sale comps for a specific area that may cross over into multiple zip codes. Go to the map, draw the polygon and there are the comps we need. In addition, finding lease expirations for prospecting purposes via the same search process. The less time we have to spend looking for information and the more time we can spend on actionable items exponentially increases productivity! ”
Get the most of Salesforce geolocation functionality using Ascendix Search in your recruitment or staffing agency.
With Ascendix Search you can:
Ascendix Search lets users perform multi-criteria, multi-object searches, and geomapping by entering required values and selecting search operators within Salesforce CRM.
Apart from that, the advanced functionality of Ascendix Search includes geomapping search of Contacts/Records by drawing geometric shapes (squares, circles, triangles) on the map, search via charts, relative date operators, NOT IN, OR conditions for related objects, location of lists on the Google map for data analytics, meetings and campaign planning, and more.
So, by implementing Ascendix Search in your recruitment agency, you will:
The recruitment process is about finding the right person who would fit well with the employer. Through a thoroughly integrated tool like Ascendix Search, finding candidates gets automated, systematic, and practical at every stage.
The Ascendix Search app supports the Salesforce data export of all objects. You can customize the limit of the maximum number of records to be exported in a single action and disable exporting at any time.
As recruiters communicate with many candidates at different stages of the recruitment funnel, it’s vital to perform mass actions on records without leaving a system. Ascendix Search lets do just that. Simply select multiple records from a list view and choose actions from the list that you want to perform on a specific record: log a call, add a note, and schedule events or tasks.
Ascendix Search lets recruiters send mass emails to candidates and track email activity for each recipient.
Ascendix Search is integrated with Composer Online, which helps recruitment teams quickly generate custom reports of candidates as per their needs right from Salesforce CRM.
Interested to see how Ascendix Search can optimize the workflow in your recruitment process? Book a demo and experience its power.
Kateryna creates engaging content about Salesforce consulting, Ascendix products, and CRM best practices for the commercial real estate industry and legal services. Her articles provide readers with relevant data, stats, business tricks and overviews of new industry trends and CRM updates.
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